analyzing-financial-statements

anthropics/claude-cookbooks · Agent Skill

計算財務報表資料中的關鍵財務比率和指標，用於投資分析。

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發布者	anthropics組織
儲存庫	anthropics/claude-cookbooks ↗
技能資料夾	`analyzing-financial-statements`
星	52,543
附帶檔案	1
授權	MIT
最近更新	2025年11月27日
連結	技能原始碼 ↗ · 儲存庫 ↗

Mozgi 檢查

我們在技能檔案中發現的內容。詳細資訊需訂閱。

安全性

低風險 · 未發現明顯風險 — 完整報告會顯示細節

相容性

僅含說明 — 適用於多數代理

相似技能

找到 28 個相似技能

訂閱另含

安裝

技能就是一個含 SKILL.md 的資料夾。選擇你的代理，在專案根目錄的終端機（macOS、Linux 或 Windows 的 Git Bash）執行指令。

把提示貼到 Claude、Codex 或其他助理：它會自行檢查並安裝技能。

Install the “analyzing-financial-statements” skill from mozgi.io (https://mozgi.io/skills/analyzing-financial-statements/) for me.

1. Download the archive: https://mozgi.io/skills/analyzing-financial-statements/download
   If it fails, take the skill folder from the source: https://github.com/anthropics/claude-cookbooks/tree/main/skills/custom_skills/analyzing-financial-statements
2. Read SKILL.md and the other files. Check the skill is safe: no hidden commands, no sending data elsewhere, no scripts doing something other than described. If anything looks suspicious, stop and tell me.
3. Put the “analyzing-financial-statements” folder into your agent's skills folder: .claude/skills/ for Claude Code, .agents/skills/ for Codex, .cursor/skills/ for Cursor, .gemini/skills/ for Gemini CLI. Inside the project if we are in one, otherwise in the home folder (~/.claude/skills/ etc.).
4. Make sure <skills folder>/analyzing-financial-statements/SKILL.md exists.
5. Briefly tell me what this skill does and offer to try it on my task.

If you cannot do a step yourself, tell me what to click or type.

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .claude/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .claude/skills/analyzing-financial-statements

重新啟動 Claude Code — 技能就會出現在清單中，手動呼叫：/analyzing-financial-statements。要套用到所有專案，請放在 ~/.claude/skills。

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .agents/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .agents/skills/analyzing-financial-statements

Codex 會從目前資料夾往上到儲存庫根目錄，在 .agents/skills 中尋找技能；用 /skills 或 $analyzing-financial-statements 呼叫。所有專案：~/.agents/skills。

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .cursor/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .cursor/skills/analyzing-financial-statements

Cursor 啟動時會載入技能；在 Agent 聊天輸入「/」呼叫。Cursor 也會讀取 .claude/skills 與 .agents/skills。所有專案：~/.cursor/skills。

git clone --depth 1 --branch main https://github.com/anthropics/claude-cookbooks.git /tmp/claude-cookbooks
mkdir -p .gemini/skills
cp -r /tmp/claude-cookbooks/skills/custom_skills/analyzing-financial-statements .gemini/skills/analyzing-financial-statements

任務符合時，Gemini CLI 會提議啟用技能，由你確認。所有專案：~/.gemini/skills。

技能檔案

1 個檔案下載 ZIP

安裝前請先檢視 SKILL.md 與相關檔案。點擊檔案即可預覽。

SKILL.md 內容

作者原文 · 唯讀

Financial Ratio Calculator Skill

This skill provides comprehensive financial ratio analysis for evaluating company performance, profitability, liquidity, and valuation.

Capabilities

Calculate and interpret:

Profitability Ratios: ROE, ROA, Gross Margin, Operating Margin, Net Margin
Liquidity Ratios: Current Ratio, Quick Ratio, Cash Ratio
Leverage Ratios: Debt-to-Equity, Interest Coverage, Debt Service Coverage
Efficiency Ratios: Asset Turnover, Inventory Turnover, Receivables Turnover
Valuation Ratios: P/E, P/B, P/S, EV/EBITDA, PEG
Per-Share Metrics: EPS, Book Value per Share, Dividend per Share

How to Use

1. Input Data: Provide financial statement data (income statement, balance sheet, cash flow)

2. Select Ratios: Specify which ratios to calculate or use "all" for comprehensive analysis

3. Interpretation: The skill will calculate ratios and provide industry-standard interpretations

Input Format

Financial data can be provided as:

CSV with financial line items
JSON with structured financial statements
Text description of key financial figures
Excel files with financial statements

Output Format

Results include:

Calculated ratios with values
Industry benchmark comparisons (when available)
Trend analysis (if multiple periods provided)
Interpretation and insights
Excel report with formatted results

Example Usage

"Calculate key financial ratios for this company based on the attached financial statements"

"What's the P/E ratio if the stock price is $50 and annual earnings are $2.50 per share?"

"Analyze the liquidity position using the balance sheet data"

Scripts

calculate_ratios.py: Main calculation engine for all financial ratios
interpret_ratios.py: Provides interpretation and benchmarking

Best Practices

1. Always validate data completeness before calculations

2. Handle missing values appropriately (use industry averages or exclude)

3. Consider industry context when interpreting ratios

4. Include period comparisons for trend analysis

5. Flag unusual or concerning ratios

Limitations

Requires accurate financial data
Industry benchmarks are general guidelines
Some ratios may not apply to all industries
Historical data doesn't guarantee future performance

常見問題

analyzing-financial-statements 技能有什麼用途？

計算財務報表資料中的關鍵財務比率和指標，用於投資分析。

如何安裝 analyzing-financial-statements？

打開本頁的「安裝」區塊並選擇你的代理 — Claude Code、Codex、Cursor 或 Gemini CLI：那裡有把技能資料夾複製到正確位置的現成指令。也可以複製「透過助理」分頁中的提示，讓助理自行檢查並安裝技能。

analyzing-financial-statements 適用哪些 AI 模型？

技能是純 Markdown 指示（Agent Skills 格式），因此 analyzing-financial-statements 適用任何讀取 SKILL.md 的代理：Claude Code、Codex、Cursor、Gemini CLI、GitHub Copilot、OpenCode 等。只有在任務符合技能描述時，模型才會載入指示。

analyzing-financial-statements 是免費的嗎？

此技能由 anthropics 公開發布，採用 MIT 授權。技能本身免費 — 你只需向 AI 供應商支付實際使用的 token 費用。

安裝技能安全嗎？

技能是代理會遵循的指示，安裝前請閱讀 SKILL.md 及相關檔案。技能資料夾中的腳本只有在代理執行時才會運行 — 留意它的動作，不要授予多餘權限。

技能和 MCP 伺服器或外掛有何不同？

MCP 伺服器或外掛為模型提供新工具 — 會執行並回傳結果的程式碼。技能提供的是知識與流程：如何處理任務、要遵循哪些步驟、好的成果長什麼樣子。它不需要伺服器或 API 金鑰。

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